Recently, Intel Chief Financial Officer George Davis admitted to investors at a Morgan Stanley conference that the company has fallen behind its competitors and it will take at least two years to catch up.
Of course, this opponent refers to TSMC rather than AMD. Currently, Intel is still polishing the 10nm process, but TSMC has already mass-produced 7nm and is moving towards 5nm.
Davis said 10nm chip yields are lower than 14nm and 22nm, but the 7nm process should improve in 2021.
In addition, Intel expressed its hope to catch up with TSMC by the end of 2021, but by then TSMC's 3nm should be on the way (TSMC plans to trial-produce 3nm process in March 2021), and it is not known whether Intel can adapt to this rhythm.
Currently, TSMC is the chip company with the highest market value in the world. On February 10, TSMC released its performance report for January this year. Its consolidated revenue in January 2020 was approximately NT$103.68 billion (approximately RMB 24.1 billion), a significant increase of 32.8% from NT$78.09 billion (approximately RMB 18.1 billion) in the same period last year.
Source: Fast Technology
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